trusteepro.com
Attorneys | trusteepro.com
http://www.trusteepro.com/resources/financial-team
Advance Health Care Directive. Peter C. Kote. It’s Your Money! It’s Your Estate! The following estate planning attorneys listed here are past and present volunteers in our it’s your estate workshops. We only use presenters who have a present fiduciary relationship with their clients and do not. Have the ability to sell financial products (do not. Have a license to sell securities or insurance.) Presenters are not. Allowed to collect attendee names. Patrick S. McNally, Esq., L.LM. Anaheim, CA 92807. Irvin...
ocaip.org
Sponsorship for OCAiP - OCAiP - Orange County Advisors in Philanthropy - California
http://ocaip.org/sponsorship-for-orange-county-aip
OCAiP President’s Letter. Media & Friends. Platinum Presenting Partner: (limited to 3). First Year Participation – $2,500. Second Year Participation – $2,000. 15 minute educational/professional presentation at one meeting. Attendance as partners/guests at all meetings (max 3 reps). Table space provided at presentation meetings for brochures and handouts. Name displayed prominently at meetings. One page briefing on products/services to be included in membership packets at all meetings. Payment of annual p...
fpaoc.org
FPA of Orange County, California - Platinum Partners
http://www.fpaoc.org/partners-platinum.htm
Our Platinum Partners will have representatives, our guests, at each quarterly meeting and other FPA of Orange County events. Please take a few minutes to introduce yourself and thank them for making possible the many services they are providing to our membership and the community in which we live and work. Always perform your own due diligence before engaging any professional. Contact: David Allen Brown. Website: www.brownandstreza.com. Contact: Renee and Robert Trommler. Office Phone: (714) 669-8313.
ocaip.org
Past Events Archives - OCAiP - Orange County Advisors in Philanthropy - California
http://ocaip.org/category/past-events
OCAiP President’s Letter. Media & Friends. Roundtable – March 2013. March 1st, 2013. Comments Off on Roundtable – March 2013. Topic: Building Integrated Wealth Management Teams. Discussion Leader: Adam C. Broughton, CFP , Sackett Financial Group. Adam helped design a new format for group learning and the result was outstanding. A real-life case was summarized by the host anonymized, of course and participants had a chance to discuss approaches and solutions to the situation presented.
ocaip.org
Speaker Series - February 2015 - OCAiP - Orange County Advisors in Philanthropy - California
http://ocaip.org/events/speaker-series-february-2015
OCAiP President’s Letter. Media & Friends. Speaker Series – February 2015. Speaker Series – February 2015. Speaker Series – February 2015. 650 Town Center Dr - Costa Mesa. 11:00 am - 1:30 pm. Topic: Engaging the Next Generation: How to Child-Proof Your Legacy and Avoid Joining the 70% Club. Roy Williams, Dean of Post-Transition Research and Planning, founder of The Williams Group, co-founder of The Institute for Preparing Heirs. Why is this problem so universal and what can be done about it? July 27th - ...
ocaip.org
Committee Descriptions - OCAiP - Orange County Advisors in Philanthropy - California
http://ocaip.org/committee-descriptions
OCAiP President’s Letter. Media & Friends. The OC AiP Membership Committee seeks to recruit, engage and retain local advisors who are proactively helping their clients gain personal fulfillment through philanthropy. We aspire to be a vibrant, growing network of advisors who together are encouraging philanthropic capital that will meet the significant charitable needs of our community. Our OC AiP Membership Committee objectives are:. To recruit new members. Engage our diverse membership. Ensure that event...
ocaip.org
OCAiP President's Letter - OCAiP - Orange County Advisors in Philanthropy - California
http://ocaip.org/ocaip-presidents-letter
OCAiP President’s Letter. Media & Friends. OCAiP President’s Letter. OCAiP President’s Letter. OCAiP President’s Letter. It is a pleasure to serve alongside you as we work toward our shared vision a vibrant network of advisors in Orange County who support client philanthropy. 1 Developing strategic giving plans and mission formation. 2 Engaging the next generation in philanthropic giving. 3 Understanding more about giving vehicles. 4 Integrating values and goals into overarching wealth management plans.
ocaip.org
Member Profile - OCAiP - Orange County Advisors in Philanthropy - California
http://ocaip.org/member-profile
OCAiP President’s Letter. Media & Friends. Welcome to the OCAiP website. Only OCAiP members in good standing have access to many sections of this site. If you are not yet an OCAiP member, consider joining us. 8211; we’d love for you to be part of our community. Please login below. Or, if you have not yet registered for online access please fill out the New User Registration below and await approval. Thank you. Sponsors & Partners. Sept 9th - 2016 OC AiP Board and Membership Forum.
crowell.biola.edu
Biola Startup Competition, Biola University
http://crowell.biola.edu/startup
Crowell School of Business, Biola University. Biola Startup Competition Kickoff Event. September 19, 2016. Make the leap from dreamer to entrepreneur. Do you have an innovative idea for a business or nonprofit? This is your opportunity to make it a reality. The Biola Startup Competition. Stay tuned for details. Dean of the Crowell School of Business. Whatever you do, work at it with all your heart, as working for the Lord, not for human masters, since you know that you will receive an inheritance from th...
